+636.4%
ADI vs PWR
+2,367.8%
-1,731.4%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.9% | +2.4% | +1.4% |
| 7D | +2.6% | +2.7% | 0.0% | +1.4% |
| 30D | -4.6% | -5.1% | +0.5% | -2.6% |
| 3M | -9.5% | -9.4% | -0.1% | -6.0% |
| 6M | +14.8% | +10.4% | +4.4% | +8.4% |
| YTD | +35.8% | +48.6% | -12.8% | +10.9% |
| 1Y | +48.9% | +68.0% | -19.1% | +14.3% |
| 3Y | +115.6% | +204.7% | -89.2% | +19.2% |
| 5Y | +135.1% | +451.9% | -316.8% | -5.5% |
| 10Y | +636.4% | +2,425.3% | -1,788.9% | +33.5% |
| All | +636.4% | +2,367.8% | -1,731.4% | +33.5% |
Cumulative growth
Daily Returns
Daily percentage return beside PWR.
Daily Out/Under-Performance
Portfolio return minus PWR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PWR return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded PWR wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling